Plan Snapshot
- Plan Sponsor: Port Aggregates, INC.
- Sponsor EIN: 720898658
- Sponsor Address: 314 N. MAIN STREET, JENNINGS, LA, 70546
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $4.3M | $144,141 | $335,458 |
| 2023 | 145 | $4.4M | $129,066 | $303,233 |
| 2022 | 136 | $3.7M | $118,049 | $271,558 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EHRICHT AND ASSOCIATES, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,271 | — | $3,983 | — | — |
| 2023 | $6,619 | — | — | — | — |
| 2022 | $7,122 | — | $4,677 | — | $2,445 |